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Diversify Wealth Management, LLC

SEC CIK
0002030780
Latest filing
Jul 29, 2026

TIGR holding history

UP Fintech Holding Ltd in every 13F filed by Diversify Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TIGR overviewAll 13F holders of TIGRFull Q2 2026 holdings

Shares (Q2 2026)
10,173
Value
$49.9K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of TIGR by Diversify Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,173$49.9K<0.1%−34,668−77.3%ReducedHolders
Q1 202644,841$292.4K<0.1%−129,598−74.3%ReducedHolders
Q4 2025174,439$1.66M0.1%+10,330+6.3%AddedHolders
Q3 2025164,109$1.79M0.1%−13,597−7.7%ReducedHolders
Q2 2025177,706$1.79M0.1%+40,032+29.1%AddedHolders
Q1 2025137,674$1.13M0.1%+22,775+19.8%AddedHolders
Q4 2024114,899$661.8K0.1%+114,899NewHolders